50 active files. Zero blind spots.
50 active files. Zero blind spots.
You manage millions in trust funds with paper stacks and memory. Xpert6 gives you the dashboard, automated document collection and client portal to transform your practice.
Every file is a race against the clock.
You're a public officer responsible for acts that commit families and businesses. But between signatures, document collection and anxious client calls, you're losing control.
Scattered documents
40 to 80 documents per real estate transaction. Location certificates, mortgage instructions, compliance letters. Everything arrives by email, with no overview.
Anxious clients calling
3 to 5 calls per real estate file: 'Has my location certificate arrived?' You don't remember and have to dig through emails.
No overview
50+ active files in parallel. Impossible to know which are behind without opening each file individually. Urgencies are discovered at the last minute.
Paper stacks or digital registry?
The practice without Xpert6
The practice with Xpert6
The digital registry for your practice.
Every module is built for the notary managing high file volumes with tight deadlines and strict compliance requirements.
File dashboard
Overview of all active files. Status, signing date, document progress, overdue items. Green, yellow, red at a glance.
Automated document collection
Checklists generated by file type. Requests sent automatically to the right people. Scheduled reminders at D-7, D-3 and D-1.
Secure client portal
Buyers, sellers and institutions upload documents directly. Clients track their file without calling. Permanent access to copies of deeds.
Automated financial calculations
Prorated property and school tax adjustments, disbursements, transfer duties, amounts to remit. One-click validation instead of manual recalculation.
Trust fund tracking
Every deposit and disbursement updates the ledger in real time. Instant reconciliation for Chambre des notaires inspection.
Document intelligence
Cortex flags unusual clauses, checks attestation expiry dates and alerts when a blocking document is overdue.
Three steps. A transformed practice.
Set up your practice
Add your practice name, logo and colours. Your professional notarial portal is ready in minutes.
Create your first files
Choose the file type (real estate, estate, corporate). The complete document checklist is generated automatically.
Invite your clients
Your clients access their secure portal. They upload documents and track their file progress independently.
Ready to digitize your practice?
12-day free trial. 2 licences included. No credit card. Your notarial portal is ready in 30 minutes.
Free trial, no commitment. 30-day money-back on first subscription. 90-day Triple Impact Guarantee on annual or 24-month plan.
